Omar Rasheed is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2002 following his tenure at Morgan Stanley and brings a background in hospitality management, where he owned and operated a business with 150 employees. This experience informs his approach to addressing the financial challenges faced by small business owners and individuals alike, emphasizing fairness and personalized service. Omar holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Plans Specialist™ (CRPS™), Certified Plan Fiduciary Advisor® (CPFA), Certified 401(k) Professional (CKP), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He received his High School Diploma from Archbishop Ryan High School and communicates with clients in English, Turkish, and Arabic. His expertise covers areas such as college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth strategies, defined contribution plan consulting, LGBT wealth planning, small business strategies, retirement income, and personal retirement planning. In his volunteer work, Omar has contributed to Big Brothers Big Sisters in the greater Philadelphia region. Outside of his professional responsibilities, he enjoys cooking, hiking, horseback riding, music, photography, and traveling. Omar resides in Newtown, Pennsylvania, with his wife, son, and their dog, Niko.

Brian Adelberger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Wells Fargo Bank NA since 2008 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Dwight Dudas is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. He is also the owner of an insurance and financial services business. LPL Enterprise provides advisory and brokerage services to individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Barry Shevlin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Cambridge since 2011 and also leads Shevlin Investments, Inc., which he founded in 2002. Additionally, he has experience as an independent insurance agent dating back to 1984. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians to support both discretionary and non-discretionary management and provides proprietary model strategies alongside access to third-party advisers and sub-advisors.

William Michetti is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, he serves as executor and holds power of attorney for his domestic partner. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and emphasizes diversified investment strategies supported by internal and third-party research.

John Anderson is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has worked with several firms, including Securities America Advisors and National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies.

Misty Carroll Devine is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 10 years of industry experience. She has worked with Ameriprise and its affiliates since 2017, including prior experience at Creative Financial Group. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm serves a broad client base and provides advisory, brokerage, and insurance solutions through a large institutional platform.

Charles Ingulli Jr. is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 credential. His prior roles include positions at Hornor Townsend & Kent Inc and several other firms. Outside of advising, he is involved in community service as a borough councilperson in Langhorne, serves as president of Filitalia Bucks County, teaches as an adjunct at Holy Family University, and owns a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide written recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

John Carpani IV is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

George Yarnall is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Raymond James since 2005 in various capacities and also serves as a power of attorney and trustee for individual clients. Yarnall has been involved with the New Hope Historical Society since 2005. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through advisory programs and partnerships.

Michael Mcginn is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with MassMutual Life Insurance Company since 2016, following a prior role at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory work, he owns a CPA firm where he prepares individual tax returns. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved software for goal analysis and written recommendations.

Glenn Dydak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Private Advisor Group, PNC Wealth Management, and Uvest Financial Services Group. He is based in Bensalem, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Cody Colville is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has prior work experience in various roles including at Legacy Financial Group and Local 420 Steamfitter. Outside of his advisory work, he assists with administrative and client account management tasks at Lumen Financial Group, a sole proprietorship. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is noted for its scale, complex affiliate structure, and a variety of investment programs including managed portfolios and alternative investments.

John Maziarz III is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has four years of industry experience, including roles at M Holdings Securities, Inc. and JKJ Financial Services. Outside of his advisory career, he was involved with GOAT Logistics LLC in 2025. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, supporting both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Eric Callahan is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 21 years at Equitable Advisors. He also owns Lederach Financial, LLC, an investment management and retirement planning business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Todd Roth is a CFP®-designated financial advisor at Morgan Stanley with 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, utilizing firm-approved tools and processes to support client goals.

Pavel Mordasov is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His prior work includes positions at Cetera, Janney Montgomery Scott, and other financial services firms. Outside of his advisory role, he has experience with Amazon Flex. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment selection with a broad range of brokerage and advisory solutions.

Adrianne Vickers is a financial advisor at Stifel with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals—both high net worth and non-HNW— institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brett Rhode is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he worked at UBS Financial Services for 33 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning using structured discovery methods and firm-approved tools.

Trevin Panaia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and offering 25 years of industry experience. His prior experience includes roles at Pillar Wealth Advisors, Hornor, Townsend & Kent, and Cetera Wealth Services. Outside of his advisory work, he conducts financial aid and tuition strategy seminars. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, leveraging a broad platform of investment options and technological tools for operational and research support.